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☆ Watch CNBC's full interview with Muddy Waters Research founder Carson Block
▼ + stars: | 2024-11-20 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Muddy Waters Research founder Carson BlockCarson Block, founder and CIO of Muddy Waters Research, joins CNBC's 'The Exchange' to discuss why his firm is shorting e.l.f. Beauty, why he believes the company may be lying about some of its data, and more.

Persons: Carson Block Carson Organizations: Muddy Waters Research

☆ Marc Rowan is the visionary behind Apollo's private-credit boom. Here's what happens if he leaves for the Trump White House.
▼ + stars: | 2024-11-20 | by ( Alex Nicoll | ) www.businessinsider.com time to read: +5 min

AdvertisementApollo CEO Marc Rowan has transformed Apollo since he took over as CEO in 2021. Since Marc Rowan took over Apollo Global Management in 2021, he's transformed the firm — sending the stock skyrocketing. Representatives for Apollo didn't return a request for comment on Rowan's plans or the firm's succession plans. Rowan is Apollo's second CEO since the firm was founded in 1990. In a presentation to investors in October, Rowan unveiled plans to double down on the firm's lending business.

Persons: Marc Rowan, Donald Trump, he's, Chris Kotowski, Oppenheimer, Rowan, Kotowkski, Marc, Kotowski, Scott Kleinman, Jim Zelter, Grant Kvalheim, Apollo didn't, Leon Black, Jeffrey Epstein, Apollo, Black, Epstein, Josh Harris, Harris, Athene, Kleinman, Zelter, Trump, it's Organizations: Apollo Global Management, Trump White House, APO, Washington, Apollo, Citigroup, Athene, Trump Locations: Athene USA

☆ Trump tariffs to push down U.S. growth 'a great deal' going into 2026, Morgan Stanley warns
▼ + stars: | 2024-11-20 | by ( Lee Ying Shan | In Ying-Shan-Lee | ) www.cnbc.com time to read: +2 min

Donald Trump's proposed tariffs will dent U.S. economic growth going into 2026, said Morgan Stanley's chief global economist Seth Carpenter. In the event that they are enacted all at once, they could result in a "big negative shock" to the economy, Carpenter told CNBC's Sri Jegarajah on the sidelines of Morgan Stanley's annual Asia Pacific Summit in Singapore. Carpenter, who maintained Morgan Stanley's base case of these tariffs being spread over 2025, said they would lead to higher inflation. "Then into 2026, we think growth starts to come down a great deal in the U.S. because of those tariffs and some of the other policies," he cautioned. Very clear, tariffs are a drag on growth for the U.S., not just for the countries that the tariffs are put on," Carpenter added.

Persons: Donald Trump's, Morgan Stanley's, Seth Carpenter, Trump, Carpenter, CNBC's Sri, Morgan, Mark Malek, Siebert, Joe Biden, Trump's, Malek, Ben Emons Organizations: Asia Pacific Summit, Microsoft, Apple, U.S . Federal Reserve, FedWatch Advisors Locations: China, CNBC's Sri Jegarajah, Morgan Stanley's, Singapore, U.S

☆ Trump may face bond vigilantes amid concerns over inflation and the deficit
▼ + stars: | 2024-11-20 | by ( Laila Maidan | ) www.businessinsider.com time to read: +4 min

Bond vigilantes may pressure Washington to address deficits, affecting fiscal policy decisions. Wall Street doesn't constantly look to Washington for investment advice or direction, but the bond market is one place where they definitely intercept. The tipping point would create headwinds for the bond market as bond prices drop. The deficit is another sore spot, as promised tax cuts could further shrink government revenue. And this must be done by showing how they will offset tax cuts and remain fiscally responsible.

Persons: Jimmy Chang, Chang, they're Organizations: Trump, Republican, Rockefeller, Family Office Locations: Washington

☆ CNBC Daily Open: Investors prioritize Nvidia’s earnings over geopolitical risks
▼ + stars: | 2024-11-20 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

In this article BRBY-GB.N225SMCI.SPXNVDA.IXIC.DJI Follow your favorite stocks CREATE FREE ACCOUNTChip company Nvidia's headquarters in Silicon Valley in February 2024. Andrej Sokolow | Picture Alliance | Getty ImagesThis report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. I clearly expect to see some kind of immediate reaction, knee-jerk reaction," Tiffany McGhee, CEO and CIO of Pivotal Advisors, told CNBC. Considering Nvidia's performance over the past two years, however, it's hard to think of any other asset that will give investors the same sense of safety.

Persons: SPX, Andrej Sokolow, Tiffany McGhee, Stocks, McGhee, Gonzalo Asis, Blackwell, Jensen Huang, bubbled, Iordache, Katrina Bishop, Brian Evans, Samantha Subin, Pia Singh Organizations: Getty, CNBC, Nasdaq, Dow Jones, Reserve, Bank of America Securities Locations: Silicon Valley, Russia, Ukraine

☆ Why Muddy Waters' CIO Carson Block is skeptical of e.l.f. Beauty
▼ + stars: | 2024-11-20 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhy Muddy Waters' CIO Carson Block is skeptical of e.l.f. BeautyCarson Block, founder and CIO of Muddy Waters Research, joins CNBC's 'The Exchange' to discuss why his firm is shorting e.l.f. Beauty, why he believes the company may be lying about some of its data, and more.

Persons: Waters, Carson Block, Carson Organizations: Muddy Waters Research

☆ Chart of the Day: Target
▼ + stars: | 2024-11-20 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChart of the Day: TargetTarget shares are plunging today after earnings. The company said it’s cutting their 2024 forecast. It’s our Chart of the Day. Shareholder Stephanie Link, CIO at Hightower, joins CNBC's 'Halftime Report' to discuss Target's biggest miss in two years.

Persons: Stephanie Link, Hightower

☆ The hidden risk factor investors may be missing in stocks, bonds, and options
▼ + stars: | 2024-11-19 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

Investors may soon be forced to take on more risk and rethink their diversification strategies due to macroeconomic uncertainties. And that presents challenges for those who follow the traditional balance of 60% stocks to 40% bonds as a diversifier, he added. "Momentum has really been driving equities higher across the board, especially with respect to large-cap growth names," Adams said. The study found that stocks, bonds, and options strategies could have more correlated risk than is evident on the surface. "So value stocks are about the here-and-now, growth stocks are about the hereafter."

Persons: Goldman Sachs, Jon Adams, Adams, Jimmy Chang, Donald Trump, Chang, Nikolai Roussanov, David Kelly, you've, Kelly Organizations: Calamos Wealth, Treasury, Rockefeller, Family, Wharton School, Morgan Asset Management

☆ We'll remain in goldilocks zone 'a little bit more', says Universa Investment's Mark Spitznagel
▼ + stars: | 2024-11-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe'll remain in goldilocks zone 'a little bit more', says Universa Investment's Mark SpitznagelMark Spitznagel, Universa Investments founder and CIO, joins 'Squawk Box' to discuss the possibility of a 'black swan' event, the hedge fund founder's outlook for the economy next year, and much more.

Persons: Universa, Mark Spitznagel Mark Spitznagel Organizations: Universa Investments

☆ Markets will rally into year-end and potentially be strong next year too: Defiance ETFs' Jablonski
▼ + stars: | 2024-11-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets will rally into year-end and potentially be strong next year too: Defiance ETFs' JablonskiSylvia Jablonski, Defiance ETFs CIO and CEO, joins 'Squawk Box' to discuss the market's reaction to new reports out of Ukraine, the promises that won't be delivered from the Trump campaign, and Jablonski's thoughts on equity valuations.

Persons: Sylvia Jablonski, Trump Locations: Ukraine

Russian President Vladimir Putin speaks during a plenary session of the Valdai Club on Nov. 7, 2024 in Moscow, Russia. Contributor | Getty Images News | Getty ImagesGlobal stocks fell and investors fled to safe-haven assets on Tuesday, as global markets reacted to escalating tensions between the world's two largest nuclear powers: Russia and the U.S. The pan-European Stoxx 600 stock index was down almost 1% at 12:23 p.m. London time, hitting 498.56 points — its lowest level since August. The declines come after Russian President Vladimir Putin amended Russia's nuclear doctrine that outlines the conditions that would prompt Moscow to deploy its nuclear arsenal, Russian state news agency Tass reported Tuesday. In currency markets, the Japanese yen rose 0.7% and 0.36% against the euro and U.S. dollar respectively at 12:26 a.m. London time.

Persons: Vladimir Putin, Dmitry Peskov, USDJPY, Wells, Erik Nelson, Putin, Tiffany McGhee, CNBC's, Ice Brent Organizations: Valdai, Getty, U.S, Dow Jones, Nasdaq, Russian Federation, NBC News, Swiss, CNBC, U.S ., NATO, White, Kremlin, Russian Defense Ministry, Kyiv, NBC, Ukrainian, Staff of, Armed Forces, Ice Locations: Moscow, Russia, London, U.S, Republic of Belarus, Russian, Ukraine, Kyiv, Soviet, Bryansk, America

☆ China offers a 'unique diversification opportunity,' says Bridgewater's co-CIO
▼ + stars: | 2024-11-19 | by ( Huileng Tan | ) www.businessinsider.com time to read: +3 min

But China offers a unique diversification opportunity, said Bridgewater Associates' co-CIO. Bridgewater's China hedge fund added local stocks after Beijing's stimulus-driven rally. AdvertisementThis is largely due to lower correlations between different markets as countries turn inward, Prince told the media outlet. They are also lowering correlations across markets, Prince told SCMP. Bloomberg reported in October that Bridgewater's onshore China hedge fund was adding local stocks after a September stock rally following Beijing's aggressive stimulus.

Persons: Asia —, Bob Prince, Prince, SCMP, Ray Dalio, Donald Trump's Organizations: Bridgewater Associates, South China Morning, Reuters, Bloomberg Locations: China, Asia, North America, Europe, Bridgewater

☆ McGhee: The market does not like uncertainty
▼ + stars: | 2024-11-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMcGhee: The market does not like uncertaintyTiffany McGhee, CEO & CIO at Pivotal Advisors, discusses the ongoing Ukraine conflict's limited long-term market impact and the U.S. economy's strength despite perceptions. She highlights the risks of a Trump presidency, especially regarding tariffs. McGhee also favors Amazon for the holiday season due to its strong retail position, while monitoring potential tariff concerns.

Persons: McGhee, Tiffany McGhee Organizations: U.S, Trump Locations: Ukraine

☆ Jonson: 4% comp sales show Walmart's quality and value
▼ + stars: | 2024-11-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJonson: 4% comp sales show Walmart's quality and valueZach Jonson, CIO of Stack Financial Management, calls Walmart a strong hold, citing its 4% sales growth, grocery dominance, and resilience in downturns.

Persons: Jonson, Zach Jonson Organizations: Stack Financial Management, Walmart Locations: downturns

☆ After Democrats lost the working class, union leaders say it's time to 'reconstruct the Democratic Party'
▼ + stars: | 2024-11-18 | by ( Https | Media-Cldnry.S-Nbcnews.Com Image Upload Newscms Alex-Seitz-Wald-Circle-Byline-Template.Jpg | Alex Seitz-Wald | ) www.nbcnews.com time to read: +8 min

But whether they are measured by income or educational attainment, President-elect Donald Trump won working-class voters overall while he made strong gains among nonwhite working-class voters like Hispanics and Asian Americans. As recently as 2012, non-college-educated voters were splitting their votes evenly or even slightly in favor of Democrats. But that has left the party’s leaders, donors, operatives and other decision-makers more removed from the lives of low- and middle-income workers, some labor leaders say. But there is widespread frustration that Trump outflanked Democrats to position himself as a champion of working people, as well as dissatisfaction with Democrats not limited to white or male union members. But that policy was not enough to overcome larger societal forces that have led many working-class voters to doubt Democrats’ commitment to their well-being.

Persons: Joe Biden, Kamala Harris ’, ”, Brent Booker, Booker, ” Booker, Donald Trump, Harris, Barack Obama, Trump, Republican recoiled, “, Jimmy Williams, Liz Schuler, Schuler, ” Sen, Bernie Sanders, Biden, Will Stancil Organizations: Democratic Party, NBC, ’ International Union of, ”, Keystone Pipeline, Trump, Republican, International Union of Painters, Allied, ” Trade, ’, AFL, Democrats, Press, Teamsters, Democratic, International Association of Fire Fighters, International Longshoremen’s Association, United Mine Workers of, National Labor Relations Board Locations: Biden’s, ’ International Union of North America, Trump, China, Pittsburgh, United Mine Workers of America

☆ Mahn: NVIDIA proves the A.I. revolution is alive
▼ + stars: | 2024-11-18 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMahn: NVIDIA proves the A.I. revolution is aliveKevin Mahn, President & CIO of Hennion & Walsh, is optimistic about the transition to lower interest rates and sees strong potential in U.S. and developed markets. He recommends Lockheed Martin and Howmet Aerospace, expecting growth from rising defense spending.

Persons: Kevin Mahn, Walsh, Lockheed Martin Organizations: NVIDIA, Hennion, Lockheed, Howmet Aerospace

☆ The Endowment Angle
▼ + stars: | 2024-11-18 | by ( David Faber | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Endowment AngleUniversity endowment CIOs have one of the more challenging roles, balancing stakeholder concerns while generating returns. Jagdeep Singh Bachher, CIO of the University of California investment portfolio shares with us how he consistently delivered double and triple digit returns since taking the helm a decade ago, where he's finding the best in class, and when divestments make sense and when they do not.

Persons: Jagdeep Singh Bachher Organizations: Angle University, CIOs, University of California

☆ Idea of the U.S. producing all chips domestically is ‘frankly, nonsense’: Co-CIO
▼ + stars: | 2024-11-18 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIdea of the U.S. producing all chips domestically is ‘frankly, nonsense’: Co-CIOAdam Coons of Winthrop Capital Management discusses the U.S.' chip ambitions.

Persons: Adam Coons Organizations: Winthrop Capital Management, U.S .

☆ 'My life is a million times better': A man who quit his desk job to be an electrician shares his takeaways from the switch
▼ + stars: | 2024-11-17 | by ( Christine Ji | ) www.businessinsider.com time to read: +6 min

Snyder shares his top 4 takeaways after making the switch from a white to blue collar job. If your Sunday evenings are tainted by the thought of clocking into work the next morning, you're not alone. Snyder, now 43 years old, has been an electrician for the last six years, and he's never looked back. Advertisement"As a union electrician, my life is a million times better," he said. If he's on the hunt for a new job, Snyder doesn't have to apply individually and interview — the union helps facilitate matching available jobs to union members looking for work.

Persons: Dustin Snyder, Snyder, he's, it's, who's, Snyder doesn't, I'm, Christine, cji Organizations: Bureau of Labor Statistics, AFL, Brotherhood of Electrical Workers Locations: Seattle

☆ Three-Stock Lunch: Eli Lilly, Transdigm, & Nvidia
▼ + stars: | 2024-11-15 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThree-Stock Lunch: Eli Lilly, Transdigm, & NvidiaLee Munson, president and CIO at Portfolio Wealth Advisors, joins CNBC’s ‘Power Lunch’ to discuss outlooks on three stocks: Eli Lilly, Transdigm, and Nvidia.

Persons: Eli Lilly, Transdigm, Nvidia Lee Munson Organizations: Nvidia, Wealth

☆ Morgan Creek Capital's Mark Yusko explains why Nvidia makes him nervous
▼ + stars: | 2024-11-15 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Creek Capital's Mark Yusko explains why Nvidia makes him nervousMark Yusko, Morgan Creek Capital Management CEO & CIO, joins ‘Fast Money’ to discuss Nvidia as the world's largest publicly traded company by market cap is set to report earnings next week.

Persons: Mark Yusko Organizations: Nvidia, Morgan Creek Capital Management Locations: Morgan Creek

☆ U.S. economy 'will get stronger' after Trump's election win, CIO says
▼ + stars: | 2024-11-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailU.S. economy 'will get stronger' after Trump's election win, CIO saysTarek Shahin, chief investment officer at CI Capital Asset Management, discusses U.S. market expectations after Donald Trump's election victory.

Persons: Tarek Shahin, Donald Trump's Organizations: U.S, Capital Asset Management

☆ Inside Microsoft's struggles with Copilot
▼ + stars: | 2024-11-15 | by ( Ashley Stewart | ) www.businessinsider.com time to read: +23 min

In September 2023, Microsoft's famously soft-spoken CEO, Satya Nadella, unveiled the company's flagship AI product, Copilot, with sweeping fanfare. Some of Microsoft's own employees and executives are privately concerned that Copilot won't be able to deliver on its ambitions. Copilot's struggles have created an opening for Microsoft's rivals, some of whom have seized on the opportunity to promote their own agendas. "Now, when Joe Blow logs into an account and kicks off Copilot, they can see everything," said one Microsoft employee familiar with customer complaints. As complaints and questions over Copilot mount, so does the pressure to justify Microsoft's unprecedented level of spending on AI.

Persons: Microsoft's, Satya Nadella, Gartner, Copilot, it'll, Copilot's, Marc Benioff, Benioff, Goldman Sachs, Marc Andreessen, Andreessen Horowitz, Ethan Miller, Jared Spataro, Spataro, —, Joe Blow, Joe, Nadella, Gary Marcus, Marcus, Wile, Coyote, Brontë, Judson Althoff, Jason Zander, Zander, We've, OpenAI, Tasos Katopodis, Steve Jobs Organizations: Microsoft, Venture, Getty, Goldman, BI, Fortune, Excel, Lumen Technologies, Honeywell, Gartner, Wall Street, Initiative, Department of Homeland Security, Employees, San Francisco, Software, Apple, Jobs Locations: Microsoft's, Copilot, New York City

☆ Trade Tracker: Kevin Simpson sells Monolithic Power and buys more Coinbase
▼ + stars: | 2024-11-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrade Tracker: Kevin Simpson sells Monolithic Power and buys more CoinbaseKevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC's "Halftime Report" to detail his latest portfolio moves.

Persons: Kevin Simpson Organizations: Wealth Planning

☆ CIO: Finding more 'comfort' in China A-shares, preferring the small and mid caps
▼ + stars: | 2024-11-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCIO: Finding more 'comfort' in China A-shares, preferring the small and mid capsVincent Mortier of Amundi sees more 'interesting' opportunities among Chinese small and mid sized companies which are less export dependent, but is staying away from the mega caps. He also has overweight convictions on India and Indonesia.

Persons: Vincent Mortier of Amundi Locations: China, India, Indonesia

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